Mc Namara Financial Services, Inc. Spdr Bloomberg 1 10 Year Tips Transaction History

Mc Namara Financial Services, Inc.

$466 Million
Q1 2024

A detailed history of Mc Namara Financial Services, Inc. transactions in Spdr Bloomberg 1 10 Year Tips stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 49,475 shares of TIPX stock, worth $908,855. This represents 0.2% of its overall portfolio holdings.

Number of Shares

49,475

Previous 63,027 21.5%

Holding current value

$908,855

Previous $1.17 Million 21.26%

% of portfolio

0.2%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$18.4 - $18.66 $249,356 - $252,880	-13,552 Reduced 21.5%	49,475 $922,000
Q4 2023 Jan 29, 2024	SELL	$17.9 - $18.63 $20,871 - $21,722	-1,166 Reduced 1.82%	63,027 $1.17 Million
Q3 2023 Oct 10, 2023	SELL	$18.05 - $18.49 $1,985 - $2,033	-110 Reduced 0.17%	64,193 $1.16 Million
Q2 2023 Jul 20, 2023	BUY	$18.41 - $19.02 $89,546 - $92,513	4,864 Added 8.18%	64,303 $1.19 Million
Q1 2023 Apr 10, 2023	SELL	$18.38 - $19.03 $61,021 - $63,179	-3,320 Reduced 5.29%	59,439 $1.13 Million

Q4 2022 Jan 19, 2023	BUY	$18.3 - $18.84 $41,028 - $42,239	2,242 Added 3.7%	62,759 $0
Q3 2022 Oct 28, 2022	BUY	N/A	5,691 Added 10.38%	60,517 $1.1 Million
Q2 2022 Jul 13, 2022	BUY	N/A	3,223 Added 6.25%	54,826 $1.07 Million
Q1 2022 May 02, 2022	BUY	N/A	51,603 New	51,603 $1.07 Million

Others Institutions Holding TIPX

# of Institutions

145

Shares Held

62M

Call Options Held

Put Options Held

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Mc Namara Financial Services, Inc. Spdr Bloomberg 1 10 Year Tips Transaction History